Bloomberg Surveillance
Episodes
Surveillance: Stimulus Bets With Lew
05 Aug 2020
Contributed by Lukas
Ian Bremmer, Eurasia Group President, says the United States is much less interested in the Middle East than before because it is now the world's larg...
Surveillance: TikTok Talks with Nathanson
04 Aug 2020
Contributed by Lukas
Frances Donald, Manulife Investment Management Global Chief Economist, says inflation may be coming more from deglobalization and large fiscal spendin...
Surveillance: Virus Impact With Fed's Kaplan
03 Aug 2020
Contributed by Lukas
Robert Kaplan, Federal Reserve Bank of Dallas President, says the U.S. unemployment rate will likely be above 9% if we don't do a better of managing t...
Bloomberg Markets: Diversity
03 Aug 2020
Contributed by Lukas
Bloomberg Markets magazine is out with a special issue focused on diversity, where black men and women share their experience on Wall Street. There's ...
Surveillance: Tech Dominance With Golub
31 Jul 2020
Contributed by Lukas
Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist, says the gap between the technology companies dominating the market and everything else wi...
Surveillance: Fed Won't Go Negative, Rajan Says
30 Jul 2020
Contributed by Lukas
Raghuram Rajan, University of Chicago Booth School Professor and Former Reserve Bank of India Governor, says the Fed will be as supportive as possible...
Surveillance: Tech Testimony With Square's McKelvey
29 Jul 2020
Contributed by Lukas
Jim McKelvey, Square Co-Founder, Author of "The Innovation Stack," and St. Louis Federal Reserve Deputy Chair, discusses how much regulation Congress ...
Surveillance: Fed Policy With Plosser
28 Jul 2020
Contributed by Lukas
Charles Plosser, Former Philadelphia Fed President, says the Fed needs to declare its independence and regain control of monetary policy. Tobias Levko...
Surveillance: MTA In Desperate Need, CEO Says
27 Jul 2020
Contributed by Lukas
Pat Foye, MTA Chairman and CEO, says not funding the MTA will stunt and thwart economic recovery and job creation all over New York. James Sweeney, Cr...
Surveillance: U.S.-China Trade Risks With Haass
24 Jul 2020
Contributed by Lukas
Richard Haass, Council on Foreign Relations President, says there is a possibility of broad sanctions between the U.S. and China amid rising tensions....
Surveillance: Vital Monetary Response With Dudley
23 Jul 2020
Contributed by Lukas
William Dudley, Bloomberg Opinion Columnist and Former New York Federal Reserve President, says if there is no extension of unemployment benefits ther...
Surveillance: Frictionless Trading With Friedman
23 Jul 2020
Contributed by Lukas
Adena Friedman, Nasdaq President & CEO, says the SEC has done an excellent job at managing the responsibility of disclosure obligations. Francisco...
Surveillance: Virus Response With Mayor Gimenez
21 Jul 2020
Contributed by Lukas
Carlos Gimenez, Miami-Dade County Mayor, says a new stimulus package will prevent the closure of many businesses and restaurants. Deborah Fuller, Univ...
Surveillance: The Need For Transparency With Malpass
20 Jul 2020
Contributed by Lukas
David Malpass, World Bank President, says developing countries are under immense debt pressure in the midst of a global pandemic. Jason Furman, Harvar...
Surveillance: Further Fiscal Stimulus With Wozniak
17 Jul 2020
Contributed by Lukas
Abigail Wozniak, Federal Reserve Bank of Minneapolis Opportunity & Inclusive Growth Institute Director & Senior Research Economist, says it is...
Surveillance: Zombie Firms With IMF's Okamoto
16 Jul 2020
Contributed by Lukas
Geoffrey Okamoto, IMF First Deputy Managing Director, says certain sectors are not going to be as economically viable if their business models can't a...
Surveillance: Slow Recovery With Fed's Harker
15 Jul 2020
Contributed by Lukas
Patrick Harker, Philadelphia Fed President, says the economy can't get back to full throttle until we get the virus under control. Paschal Donohoe, Ir...
Surveillance: Big Bank Earnings With Bianco
14 Jul 2020
Contributed by Lukas
George Rusnak, Wells Fargo Co-Head of Global Fixed Income Strategy, says the fiscal and monetary stimulus injected into the U.S. economy is necessary ...
Surveillance: Trading Cyclicals With Chadha
13 Jul 2020
Contributed by Lukas
Binky Chadha, Deutsche Bank Chief Global Strategist & Head of Asset Allocation, says need rates to start going up in order for cyclicals to perfor...
Surveillance: Fiscal Caution With IMF's Gaspar
10 Jul 2020
Contributed by Lukas
Vitor Gaspar, IMF Director of Fiscal Affairs, says global debt is at some of the highest levels in history. Jim Paulsen, Leuthold Weeden Capital Manag...
Surveillance: U.S. Jobless Claims Fall With Gapen
09 Jul 2020
Contributed by Lukas
Rob Waldner, Invesco Advisers Chief Strategist of Fixed Income & Head of Multi-Sector, says investors should do their homework before investing in...
Surveillance: Returning to Work With Rep. McHenry
08 Jul 2020
Contributed by Lukas
Ebrahim Rahbari, Citigroup Global Markets Global Head of FX Analysis & Content, says Brexit uncertainty will inevitably weigh on sterling and that...
Surveillance Special: White House Response to COVID-19
07 Jul 2020
Contributed by Lukas
This is a special Bloomberg Surveillance podcast with our Chief Washington Correspondent Kevin Cirilli. Kevin spent the day talking to officials in th...
Surveillance: Oil At Inflection Point, Morse Says
07 Jul 2020
Contributed by Lukas
James Athey, Aberdeen Standard Investments Director, says it's very difficult for the world economy to thrive without the success of the United States...
Surveillance: U.S.-China Deterioration With Mann
06 Jul 2020
Contributed by Lukas
Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, says the expectation of U.S. Fiscal stimulus is what is propelling economic expansion. Cat...
Surveillance: U.S. Jobs Report With Kudlow
02 Jul 2020
Contributed by Lukas
Larry Kudlow, National Economic Council Director, says the shape of the next relief package is still up in the air. Jeffrey Rosenberg, BlackRock Portf...
Surveillance: Amb. Bolton on Russia Bounty Claims
01 Jul 2020
Contributed by Lukas
Ambassador John Bolton, Former U.S. National Security Advisor & Author of "The Room Where it Happened,” says Trump's evolving explanation makes ...
Surveillance: Rolling W's Recovery Likely, Sonders Says
30 Jun 2020
Contributed by Lukas
Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says the economic recovery is more likely to look like rolling W’s than a V. Jes Staley...
Surveillance: Virus Messaging With Dr. Quick
29 Jun 2020
Contributed by Lukas
Tony Dwyer, Cannacord Genuity Equity Strategist, says the Fed can't fix exponential doubt in credit markets with infinite debt. Dr. Jonathan Quick, Th...
Surveillance: Fed Wants You To Take Risk, Schutte Says
26 Jun 2020
Contributed by Lukas
Anna Han, Wells Fargo Equity Strategist, the domestic political risk in the U.S. looks under-priced heading towards an election cycle. Brent Schutte, ...
Introducing Foundering
26 Jun 2020
Contributed by Lukas
Adam Neumann had a vision: to make his startup WeWork a wildly successful company that would change the world. He convinced thousands of other people ...
Surveillance: Black Lives Matter With LeBron
25 Jun 2020
Contributed by Lukas
LeBron James, Los Angeles Lakers Basketball Player & SpringHill Co. Chairman, discusses the impact he has felt from the "Black Lives Matter" movem...
Surveillance: Economic Recovery With Meyer
24 Jun 2020
Contributed by Lukas
Lisa Shalett, Morgan Stanley Wealth Management Chief Investment Officer, says a pickup in capital spending intentions is a reason to remain bullish on...
Surveillance: Yield Curve Control With Fed's Bullard
23 Jun 2020
Contributed by Lukas
Jim Bullard, St. Louis Fed President, says there are more questions than answers about yield curve control right now. Jonathan Golub, Credit Suisse Ch...
Surveillance: Fed's Balance Sheet With Dudley
22 Jun 2020
Contributed by Lukas
William Dudley, Former New York Federal Reserve President and Bloomberg Opinion Columnist, warns that a $10 trillion Fed balance sheet could be coming...
Surveillance: London After Lockdown With Khan
19 Jun 2020
Contributed by Lukas
Sadiq Khan, London Mayor, warns the recession the U.K. is facing could turn into a depression. Torsten Slok, Deutsche Bank Chief Economist, says the F...
Surveillance: Watch China Loan Demand, Miller Says
18 Jun 2020
Contributed by Lukas
Leland Miller, China Beige Book International CEO, says loan demand will be the absolute key thing to watch in China for the next three or four months...
Surveillance: Fed's Virus Response With Warsh
17 Jun 2020
Contributed by Lukas
Kevin Warsh, Former Federal Reserve Governor, says the Fed acted with overwhelming force to shelter the U.S. economy from Covid-19. Richard Haass, CFR...
Surveillance: Jobs Recovery With Scalia
16 Jun 2020
Contributed by Lukas
Eugene Scalia, U.S. Secretary of Labor, says we are making real headway on the employment picture. Mike Feroli, JPMorgan Chief U.S. Economist, says fu...
Surveillance: Retail In Reset Period, Sadove Says
15 Jun 2020
Contributed by Lukas
+Steve Sadove, Former Saks CEO & Mastercard Senior Adviser, says retail is in a reset period and a lot of stores will go under. Alan Ruskin, Deuts...
Surveillance: Recovery Bets With El-Erian
12 Jun 2020
Contributed by Lukas
Mohamed El-Erian, Allianz Chief Economic Adviser & Bloomberg Opinion Columnist, sees a check mark-shaped recovery subject to a lot of volatility. ...
Surveillance: Virus Far From Over, Koh Says
11 Jun 2020
Contributed by Lukas
Alessio De Longis, Invesco Investment Solutions Senior Portfolio Manager, says the surge in U.S. virus cases shows why reopening is such a delicate pr...
Surveillance: Fed’s Response with Rajan (Podcast)
10 Jun 2020
Contributed by Lukas
Raghuram Rajan, University of Chicago Booth School Professor & Former Reserve Bank of India Governor, says the Fed is doing a fantastic job cooper...
Surveillance: Bumpy Recovery For Europe (Podcast)
09 Jun 2020
Contributed by Lukas
Robert Doll, Nuveen Asset Management Chief Equity Strategist, says it will take many quarters to find new economic ground. Olivier Blanchard, Peterson...
Surveillance: Mass Transit Recovery With MTA's Foye
08 Jun 2020
Contributed by Lukas
Mike Swell, Goldman Sachs Asset Management Co-Head of Global Fixed Income Portfolio Management, the U.S. Economy needs to be repaired. Amrita Sen, Ene...
Surveillance: Shocking U.S. Jobs Report With Rosenberg
05 Jun 2020
Contributed by Lukas
Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, reacts to the unexpectedly positive jobs report. Tiffany Wilding, P...
Surveillance: Trump’s Protest Crisis With Stavridis
04 Jun 2020
Contributed by Lukas
David Lebovitz, JPMorgan Investment Management Global Market Strategist, says today's market structure is very different than in the past, signaled by...
Surveillance: Moral Hazard With Dudley
03 Jun 2020
Contributed by Lukas
Jared Bernstein, Center on Budget and Policy Priorities Senior Fellow, says it is critical the federal sector is amply funded to protect the American ...
Surveillance: Liquidity And Solvency Critical, Kostin Says
02 Jun 2020
Contributed by Lukas
Lewis Alexander, Nomura Chief U.S. Economist, says the U.S. unemployment rate will continue to rise before this recession is over. David Kostin, Goldm...
Surveillance: Europe's Economic Recovery With Herro
01 Jun 2020
Contributed by Lukas
David Herro, Harris Associates CIO of International Equity, says Europe is beginning to see normalized light at the end of this dark economic tunnel. ...
Surveillance: Dollar Dominance With Rahbari
29 May 2020
Contributed by Lukas
Jared Woodard, Bank of America Securities Head of the Research Investment Committee, says a bull rally needs to be much broader in markets. Ebrahim Ra...
Surveillance: H.K.'s Special Status At Stake, Fenby Says
28 May 2020
Contributed by Lukas
Christopher Patten, Former Governor of Hong Kong, says China must pay a price for Hong Kong and emphasizes the need for a unified global response agai...
Surveillance: Deflation A Bigger Concern, Says Jones
27 May 2020
Contributed by Lukas
Julian Emanuel, BTIG Chief Equities and Derivatices Strategist, says I am not entirely sold on the idea that we have entered a bull market. Kathy Jone...
Surveillance: Jobless Aid With Scalia
26 May 2020
Contributed by Lukas
Mona Mahajan, Allianz Global Investors, discusses the importance of being selective when investing in a risk/reward industry like the airline sector. ...
Surveillance: Market FOMO With Levkovich
22 May 2020
Contributed by Lukas
Tobias Levkovich, Citi Chief U.S. Equity Strategist, says FOMU (Fear of Meaningfully Underperforming), not FOMO (Fear of Missing Out), has played a ro...
Surveillance: Digitization Of The Economy With Auth
21 May 2020
Contributed by Lukas
Sebastien Galy, Nordea Asset Management Senior Macro Strategist, says negative rates are possible in the U.S. and could have a powerful impact on the ...
Surveillance: Negative Rates In U.S. With Chang
20 May 2020
Contributed by Lukas
Joyce Chang, JPMorgan Chair of Global Research, says she could see negative yields happening in the U.S., but doesn't see Fed policy going below zero....
Surveillance: BOFA's Moynihan on Economic Recovery
19 May 2020
Contributed by Lukas
Jeff Currie, Goldman Sachs Global Head of Commodities Research, says there is far too much optimism in oil markets and sees gold heading towards $1,80...
Surveillance: Market Optimism with Shalett
18 May 2020
Contributed by Lukas
Lisa Shalett, Morgan Stanley Wealth Management Chief Investment Officer, says the fear trade has been holding the U.S. dollar up in the near term. Ian...
Surveillance: Accurate Virus Testing With Pekosz
15 May 2020
Contributed by Lukas
Troy Gayeski, Skybridge Capital Partner Co-CIO & Senior Portfolio Manager, says the divergence between equity markets and credit is as large as it...
Surveillance: Negative Rates With Kroszner
14 May 2020
Contributed by Lukas
Ebrahim Rahbari, Citi Global Head of FX Analysis, doesn't expect the economy to come out of recession until 2022. George Magnus, University of Oxford ...
Surveillance: V-Shaped Recovery Is Not Fantasy, Keller Says
13 May 2020
Contributed by Lukas
Jack Ablin, Cresset Wealth Advisors Chief Investment Officer & Founding Partner, says equity investors are currently looking at their portfolios l...
Surveillance: We're Barreling Towards A Depression, Sahm Says
12 May 2020
Contributed by Lukas
Michael Shaoul, Marketfield Asset Management Chairman, Portfolio Manager & CEO, says the disturbance caused by the virus has ratcheted up the need...
Surveillance: Economic Shock With Shilling
11 May 2020
Contributed by Lukas
Joe Quinlan, Merrill and Bank of America Private Bank Head of CIO Market Strategy, says technology and health care will lead the recovery from the pan...
Surveillance: Expect Growth in 2nd Half, Kudlow Says
08 May 2020
Contributed by Lukas
Catherine Mann, Citi Global Chief Economist, says the disconnect between wages and prices could get bigger when the economy opens back up. Ellen Zentn...
Surveillance: Expect Two-Quarter Recession, Roubini Says
07 May 2020
Contributed by Lukas
Nouriel Roubini, NYU Stern School of Business Professor & NourielToday.com Host, expects a two-quarter recession from the coronavirus crisis. Andr...
Surveillance: The Value of Cash With Bevan
06 May 2020
Contributed by Lukas
James Bevan, CCLA Chief Investment Officer, says he's holding cash because he's worried about the disconnect between fundamentals and the markets. Joy...
Surveillance: Equities are Overpriced, Normand Says
06 May 2020
Contributed by Lukas
David Bailin, Citi Private Bank Chief Investment Officer, says reopening the U.S. economy focuses on rebuilding supply lines and consumer demand. Kath...
Surveillance: Fed's Balancing Act With Hornbach
04 May 2020
Contributed by Lukas
Matt Hornbach, Morgan Stanley Global Head of Macro Strategy, says bond markets are caught between a fiscal rock and a QE hard place. Jane Foley, Rabob...
Surveillance: Apple's Disappointing Q2 With Munster
01 May 2020
Contributed by Lukas
Gene Munster, Loup Ventures Managing Partner & Analyst, says Apple was the most at-risk large U.S. tech company for reporting a disappointing quar...
Surveillance: Unprecedented GDP Drop With Blanchflower
30 Apr 2020
Contributed by Lukas
Dan Katzive, BNP Paribas Head of FX Strategy for North America, says the euro is cheap against the dollar and far from its long-term equilibrium level...
Surveillance: The Fed's Toolbox With Kroszner
29 Apr 2020
Contributed by Lukas
Eric Robertsen, Standard Chartered Bank Global Head of Research, says the Fed's balance sheet can go wider, but does not expect any major surprises at...
Surveillance: Value Investing With Herro
28 Apr 2020
Contributed by Lukas
Amrita Sen, Energy Aspects Chief Oil Analyst, says supply recovery is likely to lag the rise in demand for oil. Valdis Dombrovskis, European Commissio...
Surveillance: The Economy is Dead, Schork Says
27 Apr 2020
Contributed by Lukas
Marvin Loh, State Street Senior Global Market Strategist, says big tech stocks can maintain their competitive advantage. Rep. French Hill, Republican ...
Surveillance: Economic Recovery With JPMorgan's Kelly
24 Apr 2020
Contributed by Lukas
Alan Ruskin, Deutsche Bank Chief International Strategist, says that U.S. policy measures have inevitably expanded debt as far as the eye can see. Fra...
Surveillance: Expansionary Programs With Kocherlakota
23 Apr 2020
Contributed by Lukas
Paul Sankey, Mizuho Americas Oil & Gas Analyst, says crude futures could trade negatively again in May, if commodity trade advisors who must get o...
Surveillance: Oil Prices to Remain Low, Sen Says
22 Apr 2020
Contributed by Lukas
Amrita Sen, Energy Aspects Chief Oil Analyst, says oil production has to fall quickly for prices to recover. Karen G. Mills, Harvard Business School S...
Surveillance: Oil Recovery Will Be Uneven, Rats Says
21 Apr 2020
Contributed by Lukas
Greg Boutle, BNP Paribas US Head of Equity and Derivative Strategy, says equities are nowmore expensive than they were before the recent turmoil. Mart...
Surveillance: Recession Will Be Deep But Brief, Nielsen Says
20 Apr 2020
Contributed by Lukas
Jim Caron, Morgan Stanley Investment Management Fixed Income Portfolio Manager, says this is a bond picker's market and investors need to be selective...
Surveillance: Fed's Mester Says U.S. Reopening Will Take Time
17 Apr 2020
Contributed by Lukas
Tony Dwyer, Canaccord Genuity Chief Market Strategist, says he would not bet against the market and that this is a good time to remain neutral. Federa...
Surveillance: 'Extreme' Jobless Numbers With Hooper
16 Apr 2020
Contributed by Lukas
Savita Subramanian, Bank of America Head of U.S. Equity and Quantitative Strategy, says we're in a fast and furious market. Jason Farley, Johns Hopkin...
Surveillance: U.S. Response Should Model Others, Stiglitz Says
15 Apr 2020
Contributed by Lukas
Joseph Stiglitz, Columbia University Professor, says Trump's decision to withhold W.H.O. funding is like defunding a fire department in the middle of ...
Surveillance: Bank Earnings With Michaud
14 Apr 2020
Contributed by Lukas
Tom Michaud, KBW CEO, says he has never seen a recession come this quickly and this hard. Lori Calvasina, RBC Capital Markets Head of U.S. Equity Stra...
Surveillance: Fed's Clarida Says U.S. Can Escape Deflation
13 Apr 2020
Contributed by Lukas
Federal Reserve Vice Chairman Richard Clarida says the central bank has the tools needed to keep the U.S. out of a deflationary trap, even as the coro...
Surveillance: Virus Is Crisis Like No Other, Georgieva Says
09 Apr 2020
Contributed by Lukas
James Sweeney, Credit Suisse Chief Economist & CIO Americas, says the Fed is using the most aggressive tools it has to keep money flowing. Kristal...
Surveillance: Broad Virus Testing Needed, Hochul Says
08 Apr 2020
Contributed by Lukas
Troy Gayeski, Skybridge Capital Partner Co-Chief Investment Officer & Senior Portfolio Manager, says if the market does not bottom until after Q2,...
Surveillance: Monetary Policy With William White
07 Apr 2020
Contributed by Lukas
Meredith Sumpter, Eurasia Group Head of Research Strategy, says China's global influence will increase during the coronavirus crisis. Gabriela Santos,...
Surveillance: Coronavirus Treatments With Sharfstein
06 Apr 2020
Contributed by Lukas
Charles Kantor, Neuberger Berman Long Short Fund Senior Portfolio Manager, is very bullish on America's recovery, saying there is more than enough fed...
Surveillance: Tariff Rollback Unlikely, Kudlow Says
03 Apr 2020
Contributed by Lukas
Jeffrey Rosenberg, Senior Portfolio Manager on BlackRock's Systematic Fixed Income Team, believes it will be a long time before consumer behavior and ...
Surveillance: Historic Jobless Claims With Gapen
02 Apr 2020
Contributed by Lukas
Lori Calvasina, RBC Capital Markets, says the end of March market rally was due to a positive reaction out of Washington. Jason Furman, Harvard Univer...
Surveillance: Post-Virus Recovery with Dudley
01 Apr 2020
Contributed by Lukas
Olivier Blanchard, Peterson Institute Senior Fellow, says getting the infection rate down is an absolute priority. Bill Dudley, Former New York Fed Pr...
Surveillance: Virus Impact on Americans With Gallup's Younis
31 Mar 2020
Contributed by Lukas
Carmen Reinhart, Harvard Kennedy School Professor of the International Finance System, says the coronavirus, Saudi-Russia oil war, and risk of debt de...
Surveillance: Fed's Balance Sheet With Bullard
30 Mar 2020
Contributed by Lukas
Francisco Blanch, Bank of America Global Head of Commodities & Derivatives Research, expects to see the steepest decline in global oil consumption...
Surveillance: Fed's Virus Response With Kaplan & Bostic
27 Mar 2020
Contributed by Lukas
Catherine Mann, Citi Global Chief Economist, says there will be no second half rebound in 2020 if businesses that do not borrow bonds go bankrupt. Rob...
Surveillance: Record Jobless Claims with Porcelli
26 Mar 2020
Contributed by Lukas
David Kelly, JPMorgan Asset Management Chief Global Strategist, says the economy should be held in suspended animation until coronavirus is under cont...
Surveillance: Coronavirus Response With Rajan
25 Mar 2020
Contributed by Lukas
Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, believes we are entering a steep recession with tremendous policy response to follow. Raghur...
Surveillance: Expect More Virus Cases, Rasmussen Says
24 Mar 2020
Contributed by Lukas
Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, says sellers are exhausted and a bottoming process is starting. Angela Rasmussen, Colu...
Surveillance: Congress Must Act Now, Swonk Says
23 Mar 2020
Contributed by Lukas
Peter Hooper, Deutsche Bank Global Head of Economic Research, says there is no question that the economy is going into free-fall in the near term. Mik...
Surveillance: U.S. GDP to Drop 12% in 2Q, BofA Says
20 Mar 2020
Contributed by Lukas
Steve Wieting, Citi Private Bank Global Chief Investment Strategist, says this is a bad time to sell investments. Patrick Armstrong, Plurimi Wealth CI...
Surveillance: Time for Governments to Try MMT?
20 Mar 2020
Contributed by Lukas
Jack Ablin, Cresset Wealth Advisors CIO & Founding Partner, explains why Modern Monetary Theory could be part of the fiscal and monetary policy re...